Thanks, Stefan,
How could I have forgotten BRG considering how good it performs?
As for FBU, yes I have liked the robustness of the business, but I am not a believer in the acquisition propensity of the current crop of executives...the global Laminates foray will not make shareholder value sense for a very long time, in my opinion, and I think they are now paying too much for CRG, too.
And SXL looks to me to be paying a very full price for AEO (~9.5x EV/EBITDA on my reckoning); maybe I simply don't understand the claimed synergies
My jury is still out on DWS, MLB, and DJS
And MOC and TWR I have to confess to not knowing very well.
And remember ownership of MCU is (sadly) no longer available to us.
Cam
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